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Yuyue· 2025-10-30 14:50
降息、放水,币圈反而跌了其实是预期之内的,因为今年的很多涨幅大部分来自于降息预期的交易,早已 price in该防守要防守,该撤退要撤退,但记住币圈小资金的高倍机会、大资金的理财机会,都还是无敌的圈外,哪里有几百变几千万的神话(币安人生),哪里来的一次理财本金 10% 的机会(Stable) ...
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Yuyue· 2025-10-29 13:51
Kaito 这个模式感觉就是可能有惊喜也可能有惊吓……发现 Hana、Boundless 和 Limitless 从结果上来看算一个惊喜,今天这个就惊吓了……从模式上来说 Buidlpad 和 HoloLaunch 的模式可能确定性会更强一点,上项目的周期更短,但是确定性更强以及 Binance wallet 的 Pre-TGE Prime 销售是一个确定性更强的选项,但单号的资金容量就更小了Yuyue 🥊 (@yuyue_chris):这里展开说下 @KaitoAI 的打新模式,很多小伙伴还不清楚这个平台的机制。整体来说是有时间权重 + 生态优先级的,我自己是 Top Yapper + 低位买的质押了一些 Kaito通常来说大热门的项目都是需要第一时间冲的,群友 @ZKSgu 分析了一下,玩几个小时,会少几个点时间权重,所以像是 zkPass https://t.co/Pe9JZ7GSS4 ...
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Yuyue· 2025-10-29 11:33
Project Origin & Leadership - The project in question, Kite, is perceived by some as a domestic project, but it is argued that it is more accurately described as a Silicon Valley project due to its founder's ability to bridge communication between Chinese and Western entities [1] - Project evaluation should prioritize the lead investor's origin [1] - @ChiZhangData is considered a valuable resource [1]
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Yuyue· 2025-10-29 11:19
非常突然,提前十几分钟才公告的 $KITE 盘前博弈空间挺大的。很显然前两天 Kite 基金会出来之后 @GoKiteAI 就大招频出:- 有 Coinbase Venture 对 Kite AI 的投资- x402 这一块的建设- Paypal 和 Open AI 合作首个集成的 crypto 项目的预期(想想 GPT 是一个什么样的使用量级和曝光机会)不说别的,CB 对 Kite 的投资基本给我一种钦定的感觉,刚开盘的这个位置上车大概率后手非常多,像这样的项目多军力量不可谓不强。观察下后续会继续释放的利好吧 ...
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Yuyue· 2025-10-29 09:04
Security Incident - An external phishing attack targeted GMGN users by impersonating third-party token websites to induce unauthorized transactions [1] - The phishing attack affected approximately 107 users [1] - The issue has been resolved, affected accounts have been secured, and similar phishing attacks have been blocked [1] - GMGN will provide 100% compensation for losses caused by unauthorized account control [1] User Trust & Confidence - There has been FUD (Fear, Uncertainty, and Doubt) targeting GMGN, but past instances have proven unfounded [1] - The author expresses trust in "鸡哥" (likely a key figure associated with GMGN) and confidence in GMGN as a reliable bot in the crypto space [1] - A "同舟计划" (common boat plan) is being supported for GMGN, suggesting a community effort to support the platform [1]
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Yuyue· 2025-10-29 08:59
Asset Allocation - The document discusses asset allocation [1] - The document originates from an official website [1] Data Source - The data source is a URL: https://t.co/7AKaDP8KPT [1]
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Yuyue· 2025-10-29 08:55
Overview of GAIB Project - GAIB is focusing on the Robotics sector, combining GPU, AI, and embodied robots into a RWAiFi concept [1] - GAIB's core product, AID, is a synthetic dollar aiming to provide users with access to invest in real-world AI infrastructure, including AI data centers and robots, and bring the generated revenue to the chain [1] Fundraising and Asset Allocation - GAIB has raised $15 million in two rounds, including a $10 million strategic round led by Amber Group in July, and a Pre-Seed round led by Hack VC, Faction, and Hashed [1] - GAIB's asset allocation includes 75% in reserve assets ($151.7 million in US Treasury bonds and other stable assets) and 25% deployed in AI infrastructure assets ($50.4 million in GPU collateralized financing with NVIDIA Cloud Partners and robotics companies) [1] Unique Value Proposition - GAIB aims to connect the economic value of AI-driven embodied robots with the on-chain world [1] - GAIB is leveraging the stable cash flow generated by embodied robots in various scenarios to combine AI robots with RWA, bringing this cash flow to the chain [1]
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Yuyue· 2025-10-29 07:42
RT Fight.ID (@JoinFightID)1/ $FIGHT x @HoloWorldAI "Holler" UGC Campaign is LIVE.Create content on X or public Telegram channels and earn a chance to get a priority allocation of at least $100 USD worth $FIGHT through the Holler campaign.Read more on how to get involved👇 https://t.co/Vb6YFy74RG ...